407: The End Of Easy Energy

Mikkel Thorup|05/06/2026|

The world isn’t just reacting to another geopolitical headline; it’s being repriced in real time.

From Iran and the Strait of Hormuz to Europe’s fragile energy position, this episode breaks down why this isn’t just an oil story; it’s a deliverability crisis that could reshape inflation, markets, and your financial future.

In today’s episode, I explain what’s really happening beneath the headlines and, more importantly, how expats and international investors should position themselves before the consequences fully hit.

IN TODAY’S EPISODE

Tune in as I break down why this isn’t just an oil crisis, but a global “deliverability” crisis that could reshape the economy
Learn how energy shocks ripple through inflation, supply chains, and central bank decisions
Hear why Europe is entering this crisis from a position of weakness, not strength.
Listen in as I outline the five key moves every expat and investor should be making right now

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